HubSpot integration
Productlane appears inside HubSpot. A widget sits on every contact and company record, so sales and support read the support history and open new threads without leaving the CRM. HubSpot properties can also become Productlane segments.
Connecting needs the Pro plan or above, and a Member or Admin role.
Where to find it
Settings > Integrations > Hubspot.
Set it up
- Go to Settings > Integrations > Hubspot.
- Click Connect and authorize Productlane in HubSpot.
- The Productlane widget appears on HubSpot contact and company records on its own.
- Under "Create segments from properties", pick the company properties and the contact properties you want as segments. Each choice saves as you make it.
The panel inside HubSpot
On a record you get four tabs, Notes, Emails, Calls, and Meetings, so the whole history is in one place. You can file feedback straight from there, and open the record itself in HubSpot.
Good to know
- Properties flow from HubSpot into Productlane as segments. Requests created in the HubSpot widget become Productlane threads, and their delivery status shows back in HubSpot.
- Disconnecting deletes the segments imported from HubSpot, so pick your properties again after reconnecting. Only an Admin can disconnect.
